See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,270 | $29,660+2.1% | $56,411-46.3% | $80,856-62.6% |
| Participation rate | 56.0% | 41.6%+14.4pp | 52.5%+3.5pp | 67.6%-11.6pp |
| Annual return | 12.78% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $987 | $669+47.4% | $1,039-5.0% | $2,755-64.2% |
| Participant deferral / active EE | $3,351 | $1,226+173.3% | $1,952+71.7% | $4,296-22.0% |
| Admin fee / account holder | $1,613 | $2,428-33.6% | $2,829-43.0% | $6,918-76.7% |